workday
Client Data Analyst
Cerity Partners
Chicago, USA
Full-time
Mid
Hybrid
Discovered 3 days ago
excelsql
Role Overview
The Client Data (Associate) analyzes and maintains client and account data to support accurate financial reporting and business decisions.
This role supports data quality and reporting processes
Key Skills for This Role
excelsql
Full Job Posting
Required Qualifications:
- Bachelor's degree in Finance, Business Analytics, or a related field
- Skills and Competencies:
- Strong proficiency with Excel and data visualization/reporting tools
- Experience with SQL or similar data querying skills
- Strong analytical and problem-solving skills
- High attention to detail and data accuracy
- Ability to communicate data insights clearly to non-technical stakeholders
- Familiarity with mainstream AI tools (e.g., Claude, ChatGPT), with interest in applying them to data analysis and visualization
- Physical Requirements:
- Ability to sit or stand for extended periods while working at a computer
- Compensation Range:
- $65,000-70,000
- Why Cerity Partners:
- Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
About Cerity Partners
Asset & Wealth Management1700 employeesFounded 2009
Independent U.S. wealth management and financial advisory firm serving high-net-worth individuals, businesses, and nonprofit organizations.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Cerity Partners
Client Service Associate | New College Graduate 2027
Austin, USA
EntryFull-time
Discovered 3 days agoView →
Client Service Associate | New College Graduate 2027
Austin, USA
Discovered 3 days agoFull-time
Tax Principal
Louisville, USA
Discovered 1 weeks agoFull-time
Content Editor
New York City, USA
Discovered 1 weeks agoFull-time
Receptionist/Tax Administrative Associate
Raleigh, USA
Discovered 1 weeks agoFull-time
Wealth Planner
New York City, USA
Discovered 1 weeks agoFull-time
Workplace Implementation Manager
Chicago, USA
Discovered 1 weeks agoFull-time
Associate - Outsourced CIO
Denver, USA
Discovered 1 weeks agoFull-time
Tax Admin Intern
Bardstown, USA
Discovered 2 weeks agoPart-time